See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,710 | $89,753+36.7% | $107,525+14.1% | $84,808+44.7% |
| Participation rate | 90.7% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.4pp |
| Annual return | 12.66% | 29.48%-16.8pp | 181.32%-168.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,160 | $3,113-30.6% | $3,754-42.5% | $2,631-17.9% |
| Participant deferral / active EE | $6,420 | $4,056+58.3% | $5,116+25.5% | $4,212+52.4% |
| Admin fee / account holder | $10,992 | $7,222+52.2% | $8,919+23.3% | $7,344+49.7% |